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Certus Wealth Management, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certus Wealth Management, LLC on BND, newest first. How the timeline and the estimate are built.

Certus Wealth Management, LLC held 117,640 BND shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 117,640 shares
    Change vs previous 13F -12,265 shares

    5.24% of the 13F portfolio, value $8,748,887.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 129,905 shares
    Change vs previous 13F +658 shares

    6.16% of the 13F portfolio, value $9,564,905.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 129,247 shares
    Change vs previous 13F -9,967 shares

    6.35% of the 13F portfolio, value $9,347,143.

    13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 139,214 shares
    Change vs previous 13F -25,891 shares

    6.74% of the 13F portfolio, value $10,073,525.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 165,105 shares
    Change vs previous 13F +46,049 shares

    8.63% of the 13F portfolio, value $12,401,037.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 119,056 shares
    Change vs previous 13F -14,323 shares

    6.51% of the 13F portfolio, value $8,577,985.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 133,379 shares
    Change vs previous 13F +15,620 shares

    7.57% of the 13F portfolio, value $9,516,592.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F/A 117,759 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $8,661,174.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).